Frank Grasso is a financial advisor with Equity Services, Inc. holding the CFP® designation and Series 63, 65, and 66 licenses. He has over 43 years of industry experience and previously worked at firms including Cetera Advisor Networks LLC and North Ridge Securities Corp. Outside of finance, he is involved in music as a professional piano player and holds leadership roles in music publishing and entertainment management organizations. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and retirement plans. The firm offers multiple advisory platforms using third-party asset managers and combines long-term strategies with options for shorter-term trading.

Stephen Murphy III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including roles at New York Life and Guardian Life Insurance. He also works as an independent contractor providing disability insurance through Assurity. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital platforms.

Sheryl Rothman is a CFP® and CFA® with eight years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Blue Water Advisor, and Navigare Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jorrell Bland is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CWM, LLC. He previously worked at Mitlin Financial and NYLIFE Securities LLC. Bland is a board member of FPA Next Generation Planner, contributing to the editorial direction of the publication. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement plan solutions.

Allison Henek is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles within Guardian Life and Park Avenue Securities dating back to 2015. Outside of her advisory work, she is employed as a corporate analyst performing administrative data entry for a hospital. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs to individual, corporate, and charitable clients.

David Michaels is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 1999 in various roles. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary services with model portfolios from in-house and third-party managers.

Brooke Blumberg is a financial advisor at Citigroup Global Markets with a Series 66 license and three years of industry experience. Prior to joining Citigroup, Brooke worked at Vanderbilt University for four years and spent nine years in education at Half Hollow Hills High School East and West Hollow Middle School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains sizable institutional capabilities, including in-house research and derivatives services.

Daniel Capurso is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2020 and operates Premier Asset Solutions Inc., which sells New York Life products and brokers non-registered insurance products. Capurso also serves as a notary public, providing free notary services to the public. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Ian Heller is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior roles include positions at Heller Wealth Management, Klingman & Associates, Cresset, Altair Advisers, and The Ayco Company, L.P./Mercer Allied. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Matthew Mccabe is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation. Prior to joining Equity Services, he has worked at firms including Eastern Advisory Group, Big Think Capital, and LPL Enterprise. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms, often incorporating third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

Michael O'Sullivan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is a notary public in Suffolk County, New York. Park Avenue Securities serves a wide retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management across various asset types.

Rocco Muratore is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 36 years of industry experience. He has been with PlanMember since 2010 and is also involved as Vice President at Mutual Inc., focusing on fixed insurance products and tax preparation, as well as a general partner at The Carnikki Group where he is involved in tax planning. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services such as seminars and personalized retirement planning.

John Melkun is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Prior to entering finance, he was employed at Audi for two years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Peter Bartone is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 credential and 25 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is also an agent involved in the sales and servicing of life, health, and disability insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Steven Lichtenstein is a financial advisor with Primerica Advisors in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he serves as a consultant for the Gerson Lehrman Group and participates in several networking and resource groups, including a marketing cooperative and a support network for divorcing individuals. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party portfolios and supports multiple financial planning and lending solutions.

Lori Siro is a financial advisor at Kestra Advisory with 20 years of industry experience. She holds a Series 63 designation and has worked at Kestra Advisory Services since 2021, previously serving at Lincoln Investment and Legend Equities Corporation. In addition to her advisory role, she is president and sole shareholder of a CPA firm that provides tax and small business services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Vance Brown is a financial advisor at Kestra Advisory with five years of industry experience. He previously worked at Williams Jones Wealth Management, LLC and Williams Jones & Associates, accumulating eight years across both firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Gregory Moss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked at Heller Wealth Management for nine years and EF Legacy Securities, LLC for one year. Outside of advisory work, he is a member of GDM Properties, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, institutions, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by affiliated accounting, legal, and trust services.